Get Smart Financial Tips

Jamie Chapman
Sep 7, 2023

The Society is partnered with SoFi, Citizens and LifeLock to help you learn, grow and succeed in all your financial endeavors. Whether a recent graduate, planning retirement or anywhere in between, these partners offer tools and advice to help you reach your financial goals.

Budget and Save | Access custom budgeting and saving tools to guide you through setting up an emergency fund, creating a budget, and more. Learn about realistic plans for managing your money to reach your full potential.

Student Loans | Take advantage of exclusive rate discounts on student loan refinancing, and get advice and tips for calculating your total student loan debt and finding ways to pay it off sooner.

Debt Management | These assorted tools can help you understand your debt elimination options and determine which approach best suits your needs.

Home Ownership | Make your home ownership journey an easy one. Whether you are a first-time home buyer or are shopping for your forever home, take advantage of interest rate calculators, home renovation project estimators, home equity line of credit calculators, and more.

Investing and Wealth Management | Learn more about investing to create the future of your dreams. Our partners can help you understand everything from calculating stock profit to planning Roth IRA and 401(k) contributions and more.

Personal Finance | Make your goals a reality with tools and calculators from SoFi and Citizens that help you decode the language of finance. You can even make an appointment with a financial advisor at no cost.

Society partner LifeLock also provides resources to help you protect yourself and make smart financial choices. Plus, our members can enjoy 35% off their first year of LifeLock membership.

To learn more about all the benefits available to active Phi Kappa Phi members, visit